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SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA 401k Plan overview

Plan NameSAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA
Plan identification number 002

SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SAN DIEGO REGIONAL CHAMBER OF COMMERCE has sponsored the creation of one or more 401k plans.

Company Name:SAN DIEGO REGIONAL CHAMBER OF COMMERCE
Employer identification number (EIN):951184680
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01DANA STAFFORD
0022023-01-01
0022023-01-01DANA STAFFORD
0022022-01-01
0022022-01-01DANA STAFFORD
0022021-01-01
0022021-01-01DANA STAFFORD
0022020-01-01
0022019-01-01
0022018-01-01DANA STAFFORD2019-05-16 DANA STAFFORD2019-05-16
0022017-01-01DANA STAFFORD2018-06-21 DANA STAFFORD2018-06-21
0022016-01-01DANA STAFFORD2017-05-12 DANA STAFFORD2017-05-12
0022015-01-01MICHAEL D. REYNOLDS2016-06-30 MICHAEL D. REYNOLDS2016-06-30
0022014-01-01WILLIAM SCARFIA2015-08-05 WILLIAM SCARFIA2015-08-05
0022013-01-01WILLIAM SCARFIA2014-05-15 WILLIAM SCARFIA2014-05-15
0022012-01-01WILLIAM SCARFIA2013-05-02 WILLIAM SCARFIA2013-05-02
0022011-01-01WILLIAM SCARFIA2012-06-20 WILLIAM SCARFIA2012-06-20
0022010-01-01DANA STAFFORD2011-06-10
0022009-01-01DANA STAFFORD WILLIAM SCARFIA2010-07-01

Financial Data on SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA

Measure Date Value
2024 : SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$786,273
Expenses. Total of all expenses incurred2024-01-01$966,638
Benefits paid (including direct rollovers)2024-01-01$962,454
Total plan assets at end of year2024-01-01$4,231,868
Total plan assets at beginning of year2024-01-01$4,412,233
Value of fidelity bond covering the plan2024-01-01$500,000
Assets. Value of tangible personal property2024-01-01$0
Total contributions received or receivable from participants2024-01-01$181,340
Assets. Value of loans (other than to participants)2024-01-01$0
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$94,165
Other income received2024-01-01$439,234
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$-180,365
Net plan assets at end of year (total assets less liabilities)2024-01-01$4,231,868
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$4,412,233
Assets. Value of participant loans2024-01-01$12,423
Assets. Value of assets in partnership/joint-venture interests2024-01-01$0
Assets. Value of real-estate (other than employer real property)2024-01-01$0
Assets. Value of employer securities2024-01-01$0
Assets. Value of employer real property2024-01-01$0
Total contributions received or receivable from employer(s)2024-01-01$71,534
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$4,184
2023 : SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$854,878
Expenses. Total of all expenses incurred2023-12-31$147,817
Benefits paid (including direct rollovers)2023-12-31$141,113
Total plan assets at end of year2023-12-31$4,412,233
Total plan assets at beginning of year2023-12-31$3,705,172
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$148,059
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$637,171
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$707,061
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,412,233
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,705,172
Assets. Value of participant loans2023-12-31$17,248
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$69,648
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$6,704
2022 : SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-548,643
Expenses. Total of all expenses incurred2022-12-31$241,293
Benefits paid (including direct rollovers)2022-12-31$234,198
Total plan assets at end of year2022-12-31$3,705,172
Total plan assets at beginning of year2022-12-31$4,495,108
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$155,857
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$254
Other income received2022-12-31$-767,431
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-789,936
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,705,172
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,495,108
Assets. Value of participant loans2022-12-31$21,862
Total contributions received or receivable from employer(s)2022-12-31$62,677
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$7,095
2021 : SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$787,400
Expenses. Total of all expenses incurred2021-12-31$733,616
Benefits paid (including direct rollovers)2021-12-31$725,860
Total plan assets at end of year2021-12-31$4,495,108
Total plan assets at beginning of year2021-12-31$4,441,324
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$140,204
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$579,984
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$53,784
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,495,108
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,441,324
Total contributions received or receivable from employer(s)2021-12-31$67,212
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$7,756
2020 : SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$895,471
Expenses. Total of all expenses incurred2020-12-31$124,062
Benefits paid (including direct rollovers)2020-12-31$117,818
Total plan assets at end of year2020-12-31$4,441,324
Total plan assets at beginning of year2020-12-31$3,669,915
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$176,426
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$639,171
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$771,409
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,441,324
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,669,915
Assets. Value of participant loans2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$79,874
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$6,244
2019 : SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,185,688
Expenses. Total of all expenses incurred2019-12-31$711,659
Benefits paid (including direct rollovers)2019-12-31$708,974
Total plan assets at end of year2019-12-31$3,669,915
Total plan assets at beginning of year2019-12-31$3,195,886
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$198,725
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$242,243
Other income received2019-12-31$649,429
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$474,029
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,669,915
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,195,886
Assets. Value of participant loans2019-12-31$4,261
Total contributions received or receivable from employer(s)2019-12-31$95,291
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,685

Form 5500 Responses for SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA

2023: SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2009: SAN DIEGO REGIONAL CHAMBER OF COMMERCE 401(K) PLA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041016
Policy instance 1

Potentially related plans

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